Kennondale Capital Management

RIASEC Registered

Total AUM

$142M

Discretionary

$142M

100% of AUM

Avg account

$10.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 299863
Registered since: April 25, 2025
Website: www.kennondale.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans40.48%
HNWI37.24%
Corporations / Businesses22.28%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kennondale Capital Management is organized as a limited liability company that provides fee-based portfolio management for both individuals/small businesses and for business or institutional clients. Filings list an SEC registration year of 2025 and identify ownership as a combination of a domestic entity and an individual. The firm charges a percentage-of-AUM advisory fee and does not position itself as an ESG-focused investor, a pension consultant, a capital allocator, or a related adviser.